Prism Planning Partners
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Prism Planning Partners’s Lam Research LRCX Stock Holding History

Prism Planning Partners’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$58.7K Buy
+179
New +$55.9K 0.06% 52

Other funds holding LRCX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Prism Planning Partners's LRCX Position: Q3 2026 in Review

Prism Planning Partners opened a new position in Lam Research (LRCX) in Q3 2026: 179 shares worth $58.7K. The stake represents 0.06% of the portfolio and ranks #52 among its holdings.

2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Prism Planning Partners held 179 shares of Lam Research worth $58.7K as of Q3 2026.
  • Lam Research was a new Prism Planning Partners position in Q3 2026.
  • Lam Research made up 0.06% of Prism Planning Partners's portfolio in Q3 2026, its #52 holding.
  • 2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.